AMD and Meta deepen AI partnership with 6GW GPU roadmap
AMD and Meta have expanded their strategic partnership with a multi-year agreement to deploy up to 6 gigawatts of AMD Instinct GPUs for Meta’s next-generation AI infrastructure. The deal significantly deepens collaboration between the two companies and positions AMD as a major silicon supplier for one of the world’s largest AI buildouts.
For eeNews Europe readers, this announcement is relevant because it shows how hyperscale demand is driving rack-scale system design, tighter CPU–GPU co-optimization and a stronger role for open hardware platforms such as OCP, all while putting power efficiency and total energy footprint under the spotlight.
Rack-scale AI at gigawatt levels
The agreement covers multiple generations of AMD Instinct GPUs and aligns silicon, systems and software roadmaps between AMD and Meta. The first deployment phase will be based on a custom AMD Instinct GPU derived from the MI450 architecture and optimized specifically for Meta’s AI workloads. Shipments to support the initial 1-gigawatt deployment are expected to begin in the second half of 2026.
These systems will be built on AMD’s Helios rack-scale architecture, introduced at the 2025 Open Compute Project Global Summit and co-developed with Meta. Helios is designed to support scalable, rack-level AI infrastructure, combining compute, networking and power delivery at very high density. The platform will pair MI450-based Instinct GPUs with 6th Gen AMD EPYC CPUs, codenamed “Venice,” running AMD’s ROCm software stack.
“We are proud to expand our strategic partnership with Meta as they push the boundaries of AI at unprecedented scale,” said Dr. Lisa Su, chair and CEO, AMD. “This multi-year, multi-generation collaboration across Instinct GPUs, EPYC CPUs and rack-scale AI systems aligns our roadmaps to deliver high-performance, energy-efficient infrastructure optimized for Meta’s workloads, accelerating one of the industry’s largest AI deployments and placing AMD at the center of the global AI buildout.”
CPUs, diversification and financial alignment
The partnership goes beyond GPUs. Meta has already deployed millions of AMD EPYC processors and large volumes of Instinct MI300 and MI350 series GPUs across its global infrastructure. As AI systems grow in scale and complexity, CPUs are increasingly critical for orchestration, efficiency and overall system balance.
Under the new agreement, Meta will be a lead customer for both the “Venice” EPYC generation and “Verano,” a next-generation EPYC processor with workload-specific optimizations targeting improved performance per dollar per watt.
“We’re excited to form a long-term partnership with AMD to deploy efficient inference compute and deliver personal superintelligence,” said Mark Zuckerberg, founder and CEO of Meta. “This is an important step for Meta as we diversify our compute. I expect AMD to be an important partner for many years to come.”
To align long-term incentives, AMD has also issued Meta a performance-based warrant for up to 160 million shares of AMD common stock. Vesting is tied to Instinct GPU shipment milestones, stock price thresholds and key technical and commercial targets.
“We expect this partnership to drive substantial multi-year revenue growth and be accretive to our non-GAAP earnings per share,” said Jean Hu, EVP, CFO and treasurer, AMD.
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